Become a Member

Once CFA Institute has received your FULLY COMPLETED Application, CFAI will post the Application on CFA Society Houston’s Membership Application Portal for our review and approval.

CFA Society Houston has 30 days in which to review applications for Membership. If CFA Society Houston does not deliver its decision
within 30 days, CFAI will
automatically approve the applicant’s
CFA Institute Membership and applicant can activate and, if applicable, be awarded their CFA Charter.

However, the CFA Society Houston Membership is not approved by such default procedures but the pending Application for Membership remains available on the CFA Society Houston Membership Application Portal for review and approval
for 6 months. If for some unlikely reason no decision is delivered by CFA Society Houston within 6 months, the CFA Society Houston Application would expire. If the Applicant still desired to join CFA Society Houston, they would need to resubmit their CFA Society Houston Application.

Benefits of Houston Society Membership

Includes tickets for 20 + events, luncheons and or special meetings held annually

Network with peers in the industry

Be part of an effectual and common voice to develop and protect the interests of the profession

Stay abreast of trends that affect the industry in your market

Take advantage of local professional development opportunities

Socialize with industry insiders

Take advantage of discounts to dynamic and educational local programs

Access additional resources, such as job announcements and newsletters

Types of Membership and Requirements - 4 Types

Affiliate

Dues: $275 for CFA Institute & $180 for CFA Society Houston annually

Requirements for Affiliate membership include a bachelor's degree from an accredited institution or have equivalent education or work experience, and passage of Level I of the CFA exam or one year of acceptable work experience. Acceptable work experience is defined as a professional position within the financial services industry. Learn more regarding
work experience requirements.

Please note that the twelve months of acceptable work experience required for Affiliate Society membership are not as stringent as that required for the ultimate award of the CFA Charter.

Need a Professional Reference?

Three (3) professional references are required to support your Application unless you have a reference from a Regular member of the CFA Society Houston . In you do have a CFA Society Houston Regular member as one of your professional references, only one (1) more professional reference [two (2) professional references in total] are required. It is highly preferred [but not required] that one of your references is your supervisor(s). You may not serve as a reference for your own application.

Please do not contact potential references until after you have begun the online application process, and have received an email from CFA Institute that you will them forward to the relevant references. This simplifies the process and prevents any unforeseen delays.

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